BAM

Bruderman Asset Management Portfolio holdings

AUM $55.7M
1-Year Est. Return 4.17%
This Quarter Est. Return
1 Year Est. Return
-4.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$388M
AUM Growth
-$47.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
722
New
Increased
Reduced
Closed

Top Buys

1
+$7.6M
2
+$4.47M
3
+$4.38M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.37M
5
MXIM
Maxim Integrated Products
MXIM
+$4.1M

Top Sells

1
+$15M
2
+$4.62M
3
+$4.27M
4
XBI icon
State Street SPDR S&P Biotech ETF
XBI
+$4.08M
5
ITW icon
Illinois Tool Works
ITW
+$4.06M

Sector Composition

1 Technology 13.45%
2 Communication Services 12.12%
3 Industrials 11.03%
4 Healthcare 10.37%
5 Consumer Discretionary 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98K 0.03%
+750
177
$97K 0.03%
1,187
+797
178
$96K 0.02%
3,477
-475
179
$96K 0.02%
+2,890
180
$96K 0.02%
6,326
-873
181
$95K 0.02%
+1,365
182
$94K 0.02%
471
-63
183
$94K 0.02%
1,677
-221
184
$94K 0.02%
4,901
+2,429
185
$93K 0.02%
+398
186
$92K 0.02%
+1,024
187
$91K 0.02%
+1,201
188
$90K 0.02%
2,484
-340
189
$89K 0.02%
675
+78
190
$89K 0.02%
+1,200
191
$88K 0.02%
950
+672
192
$88K 0.02%
+870
193
$87K 0.02%
2,230
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194
$87K 0.02%
4,835
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195
$87K 0.02%
3,148
-408
196
$84K 0.02%
+5,000
197
$83K 0.02%
4,131
-528
198
$83K 0.02%
4,250
+250
199
$82K 0.02%
+289
200
$82K 0.02%
3,675
+1,425
6 7
8
9 10